Our Blog provides viewpoints on a variety of issues and is designed to engage you in various discussions and encourage feedback.

TV Interview: Chrissy Canapari with Frank Coletta from WJAR/Channel 10: Financial Items to Check Off Your List Before the End of the Year

TV Interview: Chrissy Canapari with Frank Coletta from WJAR/Channel 10: Financial Items to Check Off Your List Before the End of the Year

November 4, 2016 1:01 pm

Building on her most recent blog, Chrissy Canapari, ChFC® spoke with WJAR's Frank Coletta about her top five areas that should be addressed before

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Financial Items to Check Off Your List Before the End of the Year

Financial Items to Check Off Your List Before the End of the Year

October 26, 2016 10:08 am

It’s hard to believe that another year has almost gone by, but here we are in the final months of 2016.  Although we are

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Estate Planning Basics: The High Cost of Failure to Communicate

Estate Planning Basics: The High Cost of Failure to Communicate

October 13, 2016 10:11 am

When I am discussing money with clients, the elephant in the room is “inheritance.” For the generation above, this means how much they want

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TV Interview: Betsey Purinton with Frank Coletta from WJAR/Channel 10: When Your Investment Turns Bubbly

TV Interview: Betsey Purinton with Frank Coletta from WJAR/Channel 10: When Your Investment Turns Bubbly

October 5, 2016 1:38 pm

Building on her most recent blog, Betsey A. Purinton, CFP® spoke with WJAR's Frank Coletta about favorite investments falling out of favor.

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Self-Employed Retirement Savings Opportunities

Self-Employed Retirement Savings Opportunities

September 28, 2016 9:41 am

If you are self-employed, you have the potential to save a lot more in retirement plans compared to traditional salaried employees. On the other

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TV Interview: Derek Amey with Frank Coletta from WJAR/NBC 10: Career Change and Money Management

TV Interview: Derek Amey with Frank Coletta from WJAR/NBC 10: Career Change and Money Management

September 7, 2016 12:56 pm

Building on his August 10th blog, Derek Amey spoke with WJAR's Frank Coletta about money management questions that can affect your career path.    

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When Your Investment Turns Bubbly

When Your Investment Turns Bubbly

September 6, 2016 11:16 am

Back in the fall of 2000, I suggested to my Mother that she pull back on her portfolio’s stock exposure. My mother was a

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Readying for Retirement: Items Women Need to Address Before Retiring

Readying for Retirement: Items Women Need to Address Before Retiring

September 2, 2016 9:01 am

The decision to retire is not one that many women take lightly, nor should they.  There are extensive considerations that need to be addressed

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Uninsured and Underinsured Automobile Insurance:  Why the Extra Coverage Matters

Uninsured and Underinsured Automobile Insurance: Why the Extra Coverage Matters

August 19, 2016 10:20 am

I was at family camp recently and the topic of uninsured/underinsured coverage came up in conversation; in talking with other families, I was amazed

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Career Change and Money Management: 3 Post-Recession Realities

Career Change and Money Management: 3 Post-Recession Realities

August 10, 2016 9:28 am

I recently attended a going-away party for a family who is relocating to Florida—new job, new home, new state. Amidst all the excitement and

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